Chad Dufrene is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities Inc. He also manages AED Enterprises, LLC, an investment-related business. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program. The firm employs asset allocation across mutual funds, ETFs, and individual securities, utilizing fundamental and technical analysis with regular portfolio reviews.

Ronald Dawson, Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has held roles at Ericksen Krentel LLP, 1st Global Capital Corp, and 1st Global Advisors, Inc. Outside of advisory work, he has been involved with Dorignac's Food Center, LLC and operates Ronald H Dawson, Jr CPA APAC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using proprietary due diligence and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Gregory Ricks is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at several firms including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of his advisory role, he is involved in marketing through Down South Strategies, Inc. and is the author of a book available on Amazon, with all revenue directed to AE Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing fundamental, technical, and cyclical analysis within a platform-focused approach that serves over 127,000 clients.

Tristen Louviere is a Series 66 licensed financial advisor with four years of industry experience, currently affiliated with NewEdge Advisors. His prior experience includes roles at Triad Advisors and the University of Louisiana at Lafayette. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management within a wrap fee program that combines asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities.

Stephanie Groschup is a Series 66-licensed financial advisor with NewEdge Advisors, bringing 25 years of industry experience. She has worked with NewEdge Advisors and its affiliated firms since 2010, including roles at Mid Atlantic Financial Management, Inc. Outside of advising, she is a managing partner at Onyx Partners, providing business consulting and concierge services, and serves on the development committee of the nonprofit Forest Forward. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, employing a combination of in-house and third-party investment solutions supported by centralized due diligence and technology tools.

Scott Varon is a CFP® with 23 years of industry experience, currently serving as a financial advisor at NewEdge Advisors. He previously worked for Mass Mutual Investors Services and MassMutual Life Insurance Co for 20 years. Outside of his advisory role, Varon is an agent for disability insurance and owns COFA Enterprises, LLC, a pass-through compensation entity. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Cody Bennett is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His prior firms include Eagle Strategies LLC and NYLIFE Securities LLC. Outside of his advisory work, he is involved in the administration of Clearview Veterinary Hospital. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures that integrate in-house and third-party strategies, supported by centralized due diligence and advanced technology tools.

John Mougey is a financial advisor at NewEdge Advisors with Series 63 and Series 66 licenses and 42 years of industry experience. His prior experience includes 13 years at Wells Fargo Advisors and concurrent roles at LPL Financial since 2024. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches across mutual funds, ETFs, and individual securities.

James Allen is a financial advisor with NEwEdge Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Stonegate Investment Group and UBS Financial Services. NEwEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers various portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Roger Krueger is a financial advisor at NewEdge Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining NewEdge Advisors in 2025, he worked at Bank of America, N.A. and Merrill for a combined 35 years. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Andrew Stall is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2014. Outside of his advisory work, Stall is involved in thoroughbred horse racing as an owner. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Daniel Misse is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including prior roles at LPL Financial, Mariner Independent Advisor Network, and Voya Financial. Outside of advising, he has ownership in a sporting goods business, BIGICE LLC. Private Advisor Group serves a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.

Brent Hillerich is a CFP® with 24 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2021. He previously worked at Mid Atlantic Financial Management, Inc. and Ameriprise Financial Services, Inc. Mr. Hillerich is also a principal at Crescent Franchise Solutions, where he consults with business owners on succession planning. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and nonprofit organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Mollie Taylor is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior work history includes roles at CBD Wealth Management, Commonwealth Financial Network, and Capital One Investment Services. She is also a licensed insurance agent involved with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Robert Steinfeld is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is affiliated with LPL Financial and Stratos Wealth Partners, Ltd., where he has worked since 2017. His prior experience includes a 12-year tenure at Metlife Securities, Inc. Steinfeld also holds a Series 66 license and is engaged in providing non-variable insurance products. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house Research team and provides a wide range of delivery options, from financial planning to third-party asset management and participant-directed retirement advice.

Christopher Kenny is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 63 designation and totaling 21 years of industry experience. His career includes prior roles at J.P. Morgan Securities Inc. and JPMorgan Chase Bank. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support clients and advisors.

Scott Deupree is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior work includes roles at Merrill and Bank of America. He is a partner at Deupree James Wealth Management and is involved with the Committee of One Hundred, Inc., a community organization focused on addressing regional issues in Northwest Louisiana. NewEdge Advisors serves a diverse clientele including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment strategies and periodic portfolio reviews.

Jason Habbit is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Spire Investment Partners, Oxford Asset Management LLC, and AIG American General Life Insurance Company. Outside of his advisory role, he serves on the boards of the Kiwanis Club of Lafayette and the Charger Athletic Foundation, where he is president. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing a range of investment strategies and regular portfolio reviews.

Connor Mire is a Series 65 licensed advisor with NewEdge Advisors, bringing four years of industry experience. He has worked at NewEdge Advisors since 2023 and concurrently at Ahrens Investment Partners since 2021. Mire’s earlier career includes roles in education at the University of Mississippi, Copiah-Lincoln Community College, Chafey College, and Cathedral School. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Marie Elliott is a financial advisor at NewEdge Advisors with a Series 66 designation and two years of industry experience. Her prior work includes roles at LPL Financial, PacTec Inc., and Rock-n-Sake. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment strategies and periodic portfolio reviews.